News and Events
What's New
Fortigent and Parametric Team Up to Provide Advisors Access to Unified Managed Accounts (UMAs)
June 09, 2008
"Powerful Engine" Designed to Differentiate Advisor's High Net Worth PracticeRead more
Kanaly Trust Selects Fortigent as Strategic Partner
March 05, 2008
Open architecture platform and alternatives expertise continues to attract high end wealth management firmsRead more
Fortigent Welcomes Vestor Capital
February 25, 2008
Vestor Capital Sees Value in Open Architecture Platform -- A Growing TrendRead more
Fortigent Welcomes Pitcairn
January 25, 2008
Pitcairn Selects Fortigent as Open Architecture Strategic PartnerRead more
Fortigent Welcomes Alexandra & James, Inc.
November 19, 2007
New Market Niche, New Brand -- With an Old TwistRead more
From FAMILY WEALTH REPORT: Platform Maker Fortigent Adds a Raft of New Clients
November 15, 2007
from FAMILY WEALTH REPORTRead more
Fortigent Welcomes WealthTrust LLC
November 13, 2007
Nashville-Based Holding Company Takes Regional Model NationwideRead more
Consulting to the Ultra Affluent - Calgary CFA Society Webcast
October 10, 2007
In this webcast to the Calgary CFA Society, Scott Welch discusses the following: how do you provide the right solution — platform, process, and people? investment and asset allocation trends; the competitive landscape & practice management trends; and commoditization, differentiation, and market segmentation.Read more
From FUNDfire: Fortigent Bulks Sales Team with Hires
October 03, 2007
Article from FUNDfireRead more
Senior-Level Executives Leave SEI’s Advisor Network and IXIS to Join Fortigent’s Management Team
September 28, 2007
New Execs See Opportunity to Shape and Grow Differentiated Market NicheRead more
RIAs Who Leave Big Firms Want Support and Flexibility
September 20, 2007
Clients Find that Fortigent Fills the GapRead more
Chip Norton Speaking at The Bond Buyer Academy Conferences
May 09, 2007
Chip Norton, Managing Director of Fixed Income and Economic Analysis, will be a featured speaker later this month and in early June at The Bond Buyer Academy’s one-day conferences in Chicago and Los Angeles entitled “Municipals & The Individual Investor…The Hunt for Tax Exempt Yield.”Read more
Scott Welch Receives IMCA Award
May 02, 2007
Investment Management Consultants Association awards Scott Welch the 2007 Stephen L. Kessler Honorable Distinction Writing Award.Read more
David Littleton and William Natsis Join Fortigent
November 01, 2006
Fortigent, the Rockville, Md.-based back-office provider has named David Littleton Managing Director of its wealth management solutions team and William Natsis Director of Sales.Read more
Fortigent is Launched: Lydian Spins Off Third-Party Platform
July 06, 2006
Fortigent featured in FundFire article by Gregory Shulas.Read more
